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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
ACP
2501
Aveo Capital Partners
Colorado
$430K +$1.92K +15 +0.5%
AC
2502
Avenir Corporation
Virginia
$427K +$140K +1,094 +56%
TPW
2503
Tiller Private Wealth
Pennsylvania
$424K -$25.8K -201 -6%
SNB
2504
Security National Bank
Nebraska
$424K -$3.21K -25 -0.8%
HWA
2505
Heartwood Wealth Advisors
Virginia
$423K +$389K +3,032 New
SIG
2506
Sky Investment Group
Connecticut
$422K +$770 +6 +0.2%
WC
2507
Westhampton Capital
North Carolina
$421K -$64.1K -500 -14%
LPWM
2508
Lake Point Wealth Management
Texas
$419K +$386K +3,007 New
AWM
2509
Altus Wealth Management
Kentucky
$418K +$385K +3,000 New
NC
2510
Noked Capital
Israel
$418K +$385K +3,000 New
NI
2511
Noked Israel
Israel
$418K +$385K +3,000 New
HC
2512
Hourglass Capital
Texas
$417K -$1.28K -10 -0.3%
FNBOH
2513
First National Bank of Hutchinson
Kansas
$417K +$52.8K +412 +16%
SG
2514
Strid Group
Pennsylvania
$415K – – –
OKSA
2515
O'Keefe Stevens Advisory
New York
$414K – – –
VCM
2516
Violich Capital Management
California
$413K – – –
SAA
2517
Southeast Asset Advisors
Georgia
$411K +$19.6K +153 +5%
PA
2518
PSI Advisors
Florida
$411K +$379K +2,954 New
BL
2519
Balentine LLC
Georgia
$410K +$120K +932 +46%
GSWM
2520
Golden State Wealth Management
California
$409K -$1.58M -12,298 -81%
TIM
2521
Total Investment Management
Arizona
$409K -$513 -4 -0.1%
HFA
2522
Huber Financial Advisors
Illinois
$409K – – –
GKWIM
2523
Gerber Kawasaki Wealth & Investment Management
California
$409K +$28.5K +222 +8%
GA
2524
Geller Advisors
New York
$408K -$136K -1,058 -27%
DS
2525
DRW Securities
Illinois
$408K +$375K +2,924 New
99 100
101
102 103